DiscoverMoney and Mortgages Podcast14 Interview Questions Before Hiring a Financial Advisor (with Chris Manske, CFP®)
14 Interview Questions Before Hiring a Financial Advisor (with Chris Manske, CFP®)

14 Interview Questions Before Hiring a Financial Advisor (with Chris Manske, CFP®)

Update: 2024-02-08
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#Financialadvisors #PersonalFinance #moneyandmortgages


Adam Coleman interviews Chris Mansky, President of Mansky Wealth Management and author of the book, 'Outsmart the Money Magicians'. They discuss key questions that potential clients should ask before hiring a financial advisor.


For more info on Chris and his firm visit: https://manskewealth.com/


To check out his latest book visit https://www.amazon.com/dp/1265432961



00:00 Introduction


03:55 Question 1


08:47 Question 2


11:49 Question 3


13:06 Question 4


14:01 Question 5


15:42 Question 6


17:15 Question 7


20:34 Question 8


22:23 Question 9


24:48 Question 10


26:20 Question 11


27:05 Question 12


29:32 Question 13


30:31 Question 14


32:22 Conclusion and Final Thoughts


Disclaimer: The information provided is for general informational purposes only and should not be construed as financial, legal, or tax advice. Always consult with a qualified professional before making any financial, legal, or tax-related decisions.

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14 Interview Questions Before Hiring a Financial Advisor (with Chris Manske, CFP®)

14 Interview Questions Before Hiring a Financial Advisor (with Chris Manske, CFP®)

Adam Coleman